Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,728 | $56,287+0.8% | $80,977-29.9% | $62,881-9.8% |
| Participation rate | 88.5% | 68.9%+19.5pp | 75.8%+12.7pp | 69.3%+19.2pp |
| Annual return | 7.36% | 22.13%-14.8pp | 17.11%-9.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $5,458 | $1,943+180.9% | $3,715+46.9% | $2,281+139.3% |
| Participant deferral / active EE | $4,441 | $4,196+5.9% | $5,696-22.0% | $3,203+38.7% |
| Admin fee / account holder | $2,504 | $3,742-33.1% | $5,517-54.6% | $4,296-41.7% |